Aldrich Wealth Limited Partnership — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aldrich Wealth Limited Partnership is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $551,916 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $551,916
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $551,916
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Otak Inc. | OR | 1 | $70,223 |
| Willamette Orthopedic Group, LLC | OR | 1 | $67,356 |
| Erickson-Hall Construction Company | CA | 1 | $65,601 |
| Eye Health Northwest, P.C. | OR | 1 | $55,873 |
| Lcg Pence, LLC | OR | 1 | $52,609 |
| Salem Radiology Consultants, P.C. | OR | 1 | $39,750 |
| Consumer Cellular Inc | AZ | 1 | $38,468 |
| Oregon Anesthesiology Group, P.C. | OR | 1 | $37,500 |
| North Santiam Paving Company | OR | 1 | $34,618 |
| Powin Energy Operating LLC | OR | 1 | $33,154 |
State footprint
Plans reporting Aldrich Wealth Limited Partnership are sponsored in OR (10), AZ (1), CA (1), LA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Otak Inc. | Otak Inc. 401k Employee Savings Plan | 2023 | $70,223 | not reported in the loaded dataset |
| Willamette Orthopedic Group, LLC | Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan | 2023 | $67,356 | not reported in the loaded dataset |
| Erickson-Hall Construction Company | Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust | 2023 | $65,601 | not reported in the loaded dataset |
| Eye Health Northwest, P.C. | Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust | 2023 | $55,873 | not reported in the loaded dataset |
| Lcg Pence, LLC | Pence Construction 401(K) Plan | 2023 | $52,609 | not reported in the loaded dataset |
| Salem Radiology Consultants, P.C. | Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement | 2023 | $39,750 | not reported in the loaded dataset |
| Consumer Cellular Inc | Consumer Cellular Inc 401(K) Profit Sharing Plan & Trust | 2023 | $38,468 | not reported in the loaded dataset |
| Oregon Anesthesiology Group, P.C. | Oregon Anesthesiology Group, P.C. 401(K) Profit Sharing Plan | 2023 | $37,500 | not reported in the loaded dataset |
| North Santiam Paving Company | North Santiam Paving Co. 401(K) Profit Sharing Plan | 2023 | $34,618 | not reported in the loaded dataset |
| Powin Energy Operating LLC | Powin Energy Operating LLC 401(K) Plan | 2023 | $33,154 | not reported in the loaded dataset |
| Guardian Management LLC | Guardian Management LLC 401(K) Plan | 2023 | $21,419 | not reported in the loaded dataset |
| Schoolmint, Inc. | Schoolmint, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $20,896 | not reported in the loaded dataset |
| Alta Planning + Design, Inc. | Alta Planning + Design, Inc. 401(K) Profit Sharing Plan | 2023 | $14,449 | not reported in the loaded dataset |
Related Form 5500 pages
- Otak Inc. 401k Employee Savings Plan (plan 001)
- Otak Inc. — all reported plans
- Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan (plan 002)
- Willamette Orthopedic Group, LLC — all reported plans
- Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust (plan 002)
- Erickson-Hall Construction Company — all reported plans
- Eye Health Northwest, P.C. 401(K) Profit Sharing Plan And Trust (plan 002)
- Eye Health Northwest, P.C. — all reported plans
- Pence Construction 401(K) Plan (plan 001)
- Lcg Pence, LLC — all reported plans
- Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement (plan 001)
- Salem Radiology Consultants, P.C. — all reported plans
- Consumer Cellular Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Consumer Cellular Inc — all reported plans
- Oregon Anesthesiology Group, P.C. 401(K) Profit Sharing Plan (plan 001)
- Oregon Anesthesiology Group, P.C. — all reported plans
- North Santiam Paving Co. 401(K) Profit Sharing Plan (plan 003)
- North Santiam Paving Company — all reported plans
- Powin Energy Operating LLC 401(K) Plan (plan 001)
- Powin Energy Operating LLC — all reported plans
- Guardian Management LLC 401(K) Plan (plan 001)
- Guardian Management LLC — all reported plans
- Schoolmint, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Schoolmint, Inc. — all reported plans
- Alta Planning + Design, Inc. 401(K) Profit Sharing Plan (plan 001)
- Alta Planning + Design, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources